See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,779 | $58,927+52.4% | $76,817+16.9% | $72,985+23.0% |
| Participation rate | 95.7% | 67.3%+28.3pp | 72.1%+23.6pp | 69.5%+26.2pp |
| Annual return | 19.31% | 2305.64%-2286.3pp | 1166.11%-1146.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,694 | $1,787+50.8% | $2,302+17.0% | $2,440+10.4% |
| Participant deferral / active EE | $1,721 | $2,690-36.0% | $3,336-48.4% | $3,607-52.3% |
| Admin fee / account holder | $1,218 | $4,013-69.6% | $6,420-81.0% | $5,124-76.2% |